# Qualcomm announces AI data center CPU, signs Meta as first major customer

> **Newsylist Open Intelligence Dossier** · First detected: 2026-06-24 19:35 UTC · Category: Business · Sources: 5 · Current Velocity: 13.98

## Executive Summary
Qualcomm is entering the AI data center market with a new line of CPUs and systems, securing Meta and Microsoft as early customers.

## Intelligence Brief
Qualcomm has debuted a line of AI data center chips and systems. The company has signed Meta as its first major customer, while other coverage identifies both Meta and Microsoft as early customers for the new infrastructure.


Reports from Bloomberg, Reuters, and Yahoo Finance emphasize that this move increases competition with Nvidia. Following the announcement, Qualcomm shares soared, and the company provided a sales forecast of $15 billion for data center chips by 2029.


Future developments center on Qualcomm's expansion into data center infrastructure and its ability to meet the forecasted $15 billion sales target by 2029.

## Verified Facts & Key Claims
### Who are the early customers for Qualcomm's new AI chips?
Meta and Microsoft are identified as early customers.

### What is Qualcomm's sales forecast for these chips?
Qualcomm forecasts $15 billion in data center chip sales by 2029.

### Which competitor is Qualcomm now challenging?
Coverage from Yahoo Finance notes that the move increases competition with Nvidia.

## Key People, Organizations & Locations
Nvidia, Qualcomm, CPU, Customer, Qualcomm Announces New AI Chips Adds Meta, Microsoft Meta

## Multi-Source Evidence Table
| Source Outlet | Headline | Published (UTC) | Verification URL |
|---|---|---|---|
| Bloomberg | Qualcomm Announces New AI Chips, Adds Meta as Customer | 2026-06-24 19:00 | [Source Link](https://news.google.com/rss/articles/CBMipwFBVV95cUxPdkZJcE53TlV1dTZTalhIYkZPUmhYVGhlZ1pyY1pTTTBKTEx5ZnVHVU1yWlFLcVVyeE5DYWFRWXNEMmJkaTBTWHVrWDlsU2lkM0xTcTJIc2dCLUVncWM3TENoS3JlcTc3MW5PSF9oeW9ReXZNRHFGazJuSEh6Ri1vcl9BS1d0ZlY0ZEhjc3MxbDZtOENOSFozeGtEWW5SdFV5MEx4anFzZw?oc=5) |
| Seeking Alpha | Qualcomm goes all-in on data center infrastructure; Microsoft, Meta revealed as early customers | 2026-06-24 19:00 | [Source Link](https://news.google.com/rss/articles/CBMiywFBVV95cUxNanFYYUVvVnQ5V1ZPbDdLOUlOUjJLYXFWR1UyWlk1N2RVRlVXaUtVdEpQd01rbmlSeUlsYXJfbDcxREJUU3U1YlR6UExtLThIVVVNclZOckluN2stY1ZPYTNvYWJGUFNLM2xDaFdhMmNOMG5JMEN6a2pneUxRZWVZWE92Nnk4WGd3NlZWTDdULUx1WmZjTXFvc3FJeGdlOWotN05oZ0l5MENhT1l0VTllMWxuVE1WTDV4d3o2ZThOUDVHYnk3U01lZEE2VQ?oc=5) |
| Reuters | Qualcomm forecasts $15 billion data center chip sales by 2029, shares soar | 2026-06-24 19:00 | [Source Link](https://news.google.com/rss/articles/CBMixwFBVV95cUxOYnR1NDI4aWZHU3RPUlpodXhUMGlKSXFMU3k0QWZOY2hYSVdsVDlDdnhuSF9BaHh3UlV2WURZeFZQVGVKSFluTlJ4WmVHTEJVQy04clNMR3VONzUycVVUNm5zcHhOVW9EcmdGVXFtR2V6bEVMeE4zOVVNUnAyYUpnRklIWWh3eTZyR0lnUzBkeGNiWXhMRFN4ME9IZm9WMlFwM2I0eC1mY2lwY1B3T21RYUhqNjhNbXhGcHB5UHQxOTlQcXJfN2VV?oc=5) |
| Yahoo Finance | Qualcomm debuts line of AI data center chips and systems, increasing competition with Nvidia | 2026-06-24 19:00 | [Source Link](https://news.google.com/rss/articles/CBMi5gFBVV95cUxPODFGMmIwMnhuZ3A5dmxKV0pYRi1KTXdpdUxGcGFELVV5R0NkbHJsTUgtYjh4c0p4LVlpYU5GOEh2Tjc0TmtlWm4tYzIzdTJnUGdnaDVQeUxTVV9LMUhFSzdYQ1JObWhkTkNyZXk0Wmsya2RfQWZTU2ZPWkNxdkhuQlowaV9SekNrMVRYZzlyNzZtY2k4QXNlVzNkTzdJT0xaSlNoLU5JMG0yb3VXRXJOQzlWbXp5N2FnWVlSdVZ6Y1owYjlhMXZrN0g3aWZWRU03eDg4QlNodlE1WXc4TFpfaWxNTTlNQQ?oc=5) |
| CNBC | Qualcomm announces AI data center CPU, signs Meta as first major customer | 2026-06-24 19:00 | [Source Link](https://news.google.com/rss/articles/CBMidEFVX3lxTE5sNEdnQXFnVjJBMnlEeWJsVzZPM1BjMHdzVWtGMV9UeVhHWTVnWl9HSWFVQ2FsVHdPZlkxcmNrQl9yZW82eF9xdGtXQnlhVC1wbW1BLTNwRzF0Q3FtZE5XaF9xRUthRmtnSHBtWVhxT09SdWhL0gF6QVVfeXFMTVZjamtUbE11Qk9KVVhWZGhlRXlRcjNBeEpWZ3MtQUFvWldYX3FRZGtsUVV2LTVDcC1JbnRQM1ZDck5JYVV3czdTUW44RkNUQ2JhQjZIb19Gb1N6ekl6YW41RTJYUGtUSWJENzVEX05rd0ZaQTNOa05Ha0E?oc=5) |

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*Canonical Source: https://www.newsylist.com/trend/2026-06-24/qualcomm-announces-ai-data-center-cpu-signs-meta-as-first-major-customer*
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